Owner Resource Group, Llc
- Regulatory AUM
- $511M
- Discretionary
- $511M
- Clients
- 10
- Avg AUM / client
- $51.1M
- Accounts
- 10
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $511M | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $342M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Org Opportunity Fund Iii, Lp | Private Equity Fund | Delaware | $168M | 31 |
| Org Otr Coinvestment, Lp | Private Equity Fund | Delaware | $86.6M | 23 |
| Org Bgo Coinvestment, Lp | Private Equity Fund | Delaware | $27.8M | 8 |
| Org Opportunity Fund Iv, Lp | Private Equity Fund | Delaware | $21.4M | 35 |
| Org Usme Coinvestment Ii, Lp | Private Equity Fund | Delaware | $15.9M | 12 |
| Oef Co Investment, Lp | Private Equity Fund | Delaware | $10.4M | 12 |
| 420 Aloha, Lp | Private Equity Fund | Delaware | $5.3M | 1 |
| Org Opportunity Fund Ii, Lp | Private Equity Fund | Delaware | $3.1M | 26 |
| Org Chem Group Coinvestment, Lp | Private Equity Fund | Delaware | $2.9M | 21 |
| Org Side Car Fund Ii, Lp | Private Equity Fund | Delaware | $726K | 4 |
| Org Usme Coinvestment, Lp | Private Equity Fund | Delaware | $169K | 25 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glasgow, William, Parker | Member/Manager | Jun 2000 (26y) | GP / trustee / elected manager of Prime Ii Investments, Lp (indirect) | |
| Marchbanks, Gregory, Scott | Member / Manager | Jun 2000 (26y) | 25% – 50% of Diamond Ventures, Llc (indirect) | |
| Burnett, William, Freeman | Member / Manager / Chief Compliance Officer | Jan 2008 (19y) | 25% – 50% | |
| Gormin, Johnathan, David | Member / Manager | Jan 2008 (19y) | 25% – 50% | |
| Esson, Brad, Develin | Member / Manager | Jun 2015 (11y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Prime Ii Investments, Lp | Member | Mar 2010 | A | 5% – 10% |
| Pmg Ventures, Lp | Limited Partner | Jun 2000 | B | ≈ 2.5% – 7.5% via Prime Ii Investments, Lp |
| Gc Investments, Llc | Limited Partner | Jun 2000 | B | ≈ 1.25% – 5% via Prime Ii Investments, Lp |
| Diamond Ventures, Llc | General Partner | Jun 2000 | B | GP / trustee / elected manager of Prime Ii Investments, Lp (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pmg Ventures, Lp: 50% – 75% of Prime Ii Investments, Lp × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Gc Investments, Llc: 25% – 50% of Prime Ii Investments, Lp × 5% – 10% direct ≈ 1.25% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $342M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Org Opportunity Fund Iii, Lp | Private Equity Fund | $168M | $100K | 31 |
| Org Otr Coinvestment, Lp | Private Equity Fund | $86.6M | $1.5K | 23 |
| Org Bgo Coinvestment, Lp | Private Equity Fund | $27.8M | $5.0K | 8 |
| Org Opportunity Fund Iv, Lp | Private Equity Fund | $21.4M | $500K | 35 |
| Org Usme Coinvestment Ii, Lp | Private Equity Fund | $15.9M | $14.3K | 12 |
| Oef Co Investment, Lp | Private Equity Fund | $10.4M | $3.3K | 12 |
| 420 Aloha, Lp | Private Equity Fund | $5.3M | $1.0M | 1 |
| Org Opportunity Fund Ii, Lp | Private Equity Fund | $3.1M | $100K | 26 |
| Org Chem Group Coinvestment, Lp | Private Equity Fund | $2.9M | $17.4K | 21 |
| Org Side Car Fund Ii, Lp | Private Equity Fund | $726K | $500K | 4 |
| Org Usme Coinvestment, Lp | Private Equity Fund | $169K | $25.0K | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 4.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗